Rama Suryanarayana Appalla

Current Employers

Employment History

• 05/2017 → Present
  Transamerica Financial Advisors, Inc
  Elk Grove, CA
• 06/2016 → Present
  World Financial Group, Inc.
  Elk Grove, CA
• 02/2015 → 09/2020
  Dell Emc
  Santa Clara, CA
• 04/2017 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 09/2018 → Present
  Kiwanis Club Of Mountain House
  Mountain House, CA
• 03/2021 → Present
  Legacy Shield
  Vedra Beach, FL
• 01/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 09/2025 → Present
  Inheritguard, Llc
  Sheridan, WY
• 11/2025 → Present
  Nurture Foods Inc.
  Sacramento, CA

Other Businesses

"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." LSPN PRO, LLC|NOT INVESTMENT RELATED|100 N STATE ST. STE B. LINDON, UT 84042|ESTATE PLANNING SERVICES|REPRESENTATIVE|01.10.22|4 HRS A MONTH|1 HR DURING SECURITIES TRADING|CLIENT COMMUNICATIONS, MARKETING, AND REFERRING POTENTIAL CLIENTS. KIWANIS CLUB OF MOUNTAIN HOUSE|NOT INVESTMENT RELATED|596 W. SOMBRA WAY. MOUNTAIN HOUSE, CA 95391|NON PROFIT FOR KIDS|SECRETARY|09.20.2018|8 HOURS A MONTH|0 HR DURING SECURITIES TRADING|KEEP THE CLUBS RECORDS, REPORT MEMBERSHIP CHANGES TO KIWANIS, KEEP MINUTES OF CLUBS AND BOARD MEETINGS, FILE REQUIRED REPORT (IF ANY) WITH LOCAL, NATIONAL, AND OTHER GOVERNMENT AUTHORITIES, AND REGULARLY REPRT TO MEMBERS AND BOARDS. Heartland Institute of Financial Education / 0417-Present /Investment-related: No /8301 East Prentice Avenue suite 312 Greenwood Village , CO 80111 / college consultant/ being consultant, I enroll students in the college coaching program, where students get career advise from coach. Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / enroll high school students into the college coaching program, and talk to their parents about this program DELL EMC/Investment Related - No/5450 great America parkway santa clara ca/design and develop software to orchestrate network elements which connects storage and compute servers/software principal engineer/02.2015/40/0/to develop, design and maintain software Co name: LEGACY SHIELD/emp dates: 0321 TO PRESENT/ INVESTMENT RELATED: NO /address: 100 EXECUTIVE WAY SUITE 105 PONTE VEDRA BEACH, FL 32082 / position: CONSULTANT/ nature of business: ESTATE PLANNING/hrs work monthly: 4/Sec trading hrs: 0/ duties: WILL BE SELLING ESTATE PLANNING PACKAGES OBA Amendment Update: LEGACY SHIELD INHERITGUARD, LLC POSITION: Associate NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/23/2025 ADDRESS: 30 N Gould Street, STE 41954, sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. NURTURE FOODS INC. POSITION: Chief Financial Officer NATURE: Bulk food production facility INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 11/20/2025 ADDRESS: 3722 Happy lane, Sacramento CA 95827, United States DESCRIPTION: 1. keep track of all invoices and expenses and all accounting. 2. Build annual budgets and multi-year financial forecasts, Conduct profitability analysis. 3. Monitor daily cash flow, Ensure timely vendor payments and manage receivables,Maintain adequate working capital for purchases, labor, rental and logistics. 4. Prepare monthly/quarterly reports for owners or investors

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-11
• S63 Uniform Securities Agent State Law Examination
  2017-12-06